Director of Finance

USI is searching for a Director of Finance in its Briarcliff Manor headquarters.  This search is part of an effort to create a new culture of highly motivated and action-oriented professionals in key leadership roles. The ideal candidate will be a self-starter and have superior analytic and quantitative skill set augmented by a strong educational or Management Consulting foundation.  S/he will possess superior verbal, written and modeling skills and demonstrate a strong work ethic/sense of urgency for delivering accurate results in a self structured; de-centralized environment.

Responsibilities include but are not limited to:

• Conduct the company’s monthly forecasting and annual planning process


• Prepare analysis of monthly forecasted financial results and participate in monthly forecasting meetings with Regional CEO’s and senior management


• Update and maintain detailed long-term financial model


• Prepare internal and external presentations including, among other items, quarterly Board of Directors presentation, ad hoc shareholder reporting, and monthly financial performance review


• Develop and analyze a monthly cash flow forecasting tool to be used by senior management for decision-making


• Prepare and analyze historical and projected quarterly cash flow statements


• Coordinate earnings call, co-investor call and assist in investor relations


• Work closely with Regional CFO’s and Controller organization to coordinate forecasting, budgeting and analysis of financial results

Experience/Specifications:

• A minimum of 7 - 10 years of experience, preferably in planning and forecasting


• BA Accounting / Finance required; CPA / MBA a plus


• Insurance Brokerage or Management Consulting experience strongly preferred


• Financial modeling experience and demonstrated accounting knowledge


• Financial statement analysis experience (cash flow statements, in particular)


• Budgeting and forecasting experience required


• Exceptional computer skills, specifically with Excel and PowerPoint


• Proven ability to work well within a decentralized organization


• Superior sense of urgency and delivery of  accurate work product required


• Outstanding written / verbal communication skills


• Exceptional work ethic


• Team player with strong organizational skills


• Ability to clearly and concisely summarize data and present conclusions to senior management

Salary commensurate with experience

USI is an equal opportunity employer and encourages diversity in the workplace

No relocation is offered with this opportunity